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Perfil
Carlos Castellanos worked as an Associate Analyst at UBS Securities LLC from 2016 to 2019, a High Yield Fixed Income Analyst at Principal Global Investors LLC in 2013 to 2014, and an Investment Analyst at Crystal Rock Capital Management LLC from 2014 to 2016.
He received his undergraduate degree from Cornell University in 2010 and his MBA from The University of Chicago Booth School of Business in 2012.
Antiguos cargos conocidos de Carlos Castellanos.
Empresas | Cargo | Fin |
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UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 01/08/2019 |
Crystal Rock Capital Management LLC
![]() Crystal Rock Capital Management LLC Investment ManagersFinance Founded in 2005 by Jay H. Freedman, Crystal Rock Capital Management is a registered investment advisor headquartered in Bannockburn, Illinois. | Analyst-Equity | 01/05/2016 |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Corporate Officer/Principal | 01/07/2014 |
Formación de Carlos Castellanos.
The University of Chicago Booth School of Business | Masters Business Admin |
Cornell University | Undergraduate Degree |
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Crystal Rock Capital Management LLC
![]() Crystal Rock Capital Management LLC Investment ManagersFinance Founded in 2005 by Jay H. Freedman, Crystal Rock Capital Management is a registered investment advisor headquartered in Bannockburn, Illinois. | Finance |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
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